This article discusses features and capabilities available only for merchants on non-Shopify platforms. If you're using Shopify, visit this article.
Customize your affiliate signup form and review applicant submissions to better manage your partner intake in an affiliate program.
Quick check: Are you in the right campaign (and is it Curated)?
Before looking for pending applications, make sure you’re inside the affiliate campaign you want to manage:
Go to ReferralCandy.
Click Affiliate campaigns.
Click the affiliate campaign you want to manage.
Now check what tabs you see:
If you see a “Manage applications” tab:
This is a Curated affiliate campaign.
People who sign up are treated as applicants, and you’ll review/approve them from “Pending review”.
If you only see “Affiliates” (and there’s no “Manage applications” tab):
This campaign is not Curated.
Instant access: people who sign up become affiliates automatically (no approval step).
Invite only: people can’t apply — you add affiliates manually by inviting or uploading them.
Manage affiliate signups
If you created a curated affiliate campaign, anyone who signs up for your campaign must undergo review and approval. To approve pending affiliate signups:
From the ReferralCandy dashboard, go to Campaigns > Select your affiliate campaign > Manage applications.
The Affiliates page has the For Review and Approved tabs. Go to the For Review tab to see a list of all the pending signups.
Click the checkbox beside the contact. You can select multiple contacts to bulk approve applicants.
Click Approve and then click Confirm.
Once confirmed, the contacts are moved to the Approved tab and become affiliates in your campaign.
Turn on the signup details page
The signup details page appears after an affiliate signs up through the join page or the embedded signup widget. To enable:
From the ReferralCandy dashboard, go to Campaigns > Select your affiliate campaign > Widgets.
Find the Signup details page section and toggle it on.
Click Save changes.
Note: Once turned on, you'll receive an email notification for each affiliate application, which includes the details they provided on the signup form.
Customize the affiliate signup form
An affiliate campaign has the Signup Details Page that lets you capture information you need when contacts sign up for your affiliate program. The signup details page appears after the join page and before your "Thank You" page.
By default, affiliate campaigns use the Affiliates Theme. To customize the affiliate campaign's signup details page:
From the ReferralCandy dashboard, go to Campaigns > Select your affiliate campaign > Emails & Pages.
Find the affiliate campaign's live theme and click Edit.
Go to the Content tab and click Signup Details Page
.
Edit the Header's Heading text and Body text.
Customize the signup form Body.
Add, edit, or delete the following field types: Text, Date, Phone number, Email, Checkbox, Radio button, Country
Edit the field's Label
Toggle on Required? to require an entry in a field.
Edit the Footer:
Add the URL and Link text to your Terms & conditions
Customize the call to action Button text.
Click Save changes.